Position in UL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$876,420
+$116,933 QoQ
Shares Held
15,384
+32.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Mar 31, 2026AE Wealth Management LLC holds $117,235,378 across 10 Household & Personal Products names. UL ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
513,197 | $74,126,145 | |
| 2 | CHD |
Church & Dwight Co Inc /De/
|
258,972 | $24,167,236 | |
| 3 | KMB |
Kimberly Clark Corp
|
109,823 | $10,594,597 | |
| 4 | CL |
Colgate Palmolive Co
|
34,590 | $2,948,082 | |
| 5 | KVUE |
Kenvue Inc.
|
117,083 | $2,018,488 | |
| 6 | ACU |
Acme United Corp
|
30,415 | $1,365,937 | |
| 7 | UL |
Unilever PLC
This page
|
15,384 | $876,420 | |
| 8 | CLX |
Clorox Co /De/
|
8,368 | $867,173 |
All Filings in UL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $876,420 | 15,384 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $759,487 | 11,613 | Shares | Other | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||